The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans.
Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings.
Meetings
| 2024 Meeting Dates |
Fund Manager |
Agenda |
Minutes |
| January 24, 2024 |
Strategic Planning |
View Agenda |
View Minutes |
| February 28, 2024 |
Galliard Capital Management |
View Agenda |
View Minutes |
| March 27, 2024 |
SSgA |
View Agenda |
View Minutes |
| April 24, 2024 |
Harding Loevner |
View Agenda |
View Minutes |
| May 22, 2024 |
Templeton |
View Agenda |
View Minutes |
| June 26, 2024 |
DoubleLine |
View Agenda |
View Minutes |
| July 24, 2024 |
William Blair |
View Agenda |
|
| August 28, 2024 |
JP Morgan Chase |
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| September 25, 2024 |
Westwood |
|
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| October 23, 2024 |
Dodge & Cox |
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| November 20, 2024 |
T. Rowe Price |
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| December 12, 2024 |
Open |
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